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A buyer's guide to employee surveys


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A buyer's guide to employee surveys

  1. 1. Buyer’s guide This guide will help you to navigate the survey marketplace and find your ideal partner. It’ll enable you to create a checklist of what you’re looking for… As engagement experts ourselves, we know the considerations and questions that HR professionals most frequently ask about. This guide will help you establish the things that you need from a survey provider and, equally importantly, those that you don’t. As well as ensuring you get a quality survey, it could save you money as you won’t pay for services you don’t need. Service provided Reader notes Reputable client list Specialist engagement expertise Dedicated project management support Post-sales support (technical/IT or consultative support) 1. Supplier profile Having a clear idea of the type of survey partner you want for your survey will help you narrow your search. Typical considerations are things like client experience, technical and theoretical skills and know-how. A buyer’s guide to: An employee survey 1 Buyer’s guide: An employee survey Call us today +44 (0)1932 222700 or visit
  2. 2. 2. Level of support Are you looking for a simple employee survey or a wider engagement programme? Consider whether you need an expert provider with consultants to design the survey. Service provided Reader notes A simple piece of technology for you to run your own survey Advice on what’s driving engagement for your employees Guidance on how to measure engagement Advice on how to encourage participation (improve response rates) Support for managers to identify actions after the survey Advice on communication with key stakeholder groups Help to present survey results to executives Service provided Reader notes Create a new questionnaire from scratch Help to devise a single score of the level of engagement (an engagement index) Review and amend an existing questionnaire Ensure questionnaire links with business strategy Help to translate survey into different languages Design a survey brand/identity for all communications 3. Creating survey materials This involves devising the questionnaire, choosing rating scales and question types. You may also want to create a survey brand and pre and post survey communications. Think about what content and materials you’ll need support from an engagement expert on. 2 3 An employee engagement index is a single score that summarises how engaged a company’s employees, or a group of employees, are. Buyer’s guide: An employee survey Call us today +44 (0)1932 222700 or visit
  3. 3. 4. Reporting & analysis You need to know how your organisation will use the survey data in order to inform your requirements. Think about who’ll be accessing the data and what formats they’ll need it in. Reporting outputs vary between providers so be clear on your reporting needs as an organisation including any different localised needs. Service provided Reader notes Online report of results Paper reports An analysis of which questions to focus on to increase engagement Custom report design (i.e. designed for managers, admin users, executives) Internal benchmarking within reports (using historical survey data) External benchmarking within reports (using other organisations’ scores) Data showing how engagement increases sales and customer satisfaction (linkage analysis) 5. Action planning How ‘bought in’ to the employee survey are your managers and leaders? And how comfortable are they with data and devising action plans? Answering these questions will inform what the survey provider needs to offer. Service provided Reader notes Guidance for managers/leaders on interpreting survey results Help identifying key action areas at individual, manager and group levels Manager workshops covering data analysis and selecting the best actions Linkage analysis offers powerful business insights, highlighting the impact increased engagement has on other business metrics. It can also provide you with a tangible (monetary) value of increased employee engagement. 4 5 Buyer’s guide: An employee survey Call us today +44 (0)1932 222700 or visit
  4. 4. 6. Technical requirements You needn’t be a technical whizz but you should know the basics to ask from would-be providers. Involve your IT team early on and list any technical or security-related restrictions or preferences. This could include where the survey data is stored and how the system is accessed. Service provided Reader notes Self-service questionnaires Host the survey (and all data) externally Host the survey (and all data) internally Survey completion via password entry and secure link Integration with other HR software or a company intranet Thorough security (penetration) testing 7. Budget You’ll find a large variance in employee survey prices and we’d need a better idea of your requirements in order to advise accurately on budget. The best advice is to ensure you’re only paying for what you need. Below we offer some guidance on functionality to expect for smaller and bigger budgets. Under £10,000 Fixed survey approach and questionnaire content. Standard, pre-defined post-survey reports. Low or no involvement from consultants or project managers Action planning is all about how you get the business (local managers or group level) to act most effectively on survey results. Aim to agree an appropriate action planning approach before launching an employee survey. This will better enable your organisation to take relevant action on survey results. Action toolkits for managers with action plan templates Focus groups 6 7 Buyer’s guide: An employee survey Call us today +44 (0)1932 222700 or visit
  5. 5. What should you do next? Æ Use our checklist and refer back to what you must have, would like to have and don’t need Æ Create your brief using this information Æ Speak with people in your network and get their recommendations Æ Do some research and shortlist 3-5 companies that meet your criteria to invite to talk. Can we help? If you’d like to speak with us about your requirements, please contact us... Call us on +44 (0)1932 222700 Or e-mail us at Buyer’s guide: An employee survey Call us today +44 (0)1932 222700 or visit £25,000 – £50,000 Flexible survey content and tools. Reporting tools allowing for detailed analysis across the organisation. Consultancy support in both design and post-survey interpretation. Project-managed implementation £100,000 over Integrated survey programme incorporating self-service questionnaires, pulse surveys. Powerful reporting tools for data analysis including custom reports. Consultancy partnership with support throughout and in all post-survey interpretation, activities and communications. Dedicated project management during implementation.